+790.0%
NOW vs WU
-41.4%
+831.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.5% | -2.5% | -4.1% |
| 7D | -6.1% | -0.8% | -5.2% | -5.9% |
| 30D | +7.5% | -1.1% | +8.6% | +7.8% |
| 3M | +17.5% | -1.8% | +19.3% | +16.7% |
| 6M | +7.9% | -23.9% | +31.9% | +17.0% |
| YTD | -12.4% | -20.4% | +8.0% | -6.7% |
| 1Y | -28.6% | -10.6% | -18.0% | -27.4% |
| 3Y | +11.8% | -27.7% | +39.6% | +19.2% |
| 5Y | +2.6% | -51.1% | +53.8% | +25.7% |
| 10Y | +790.0% | -40.7% | +830.7% | +811.1% |
| All | +790.0% | -41.4% | +831.4% | +811.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling